SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.42M
3
+$6.99M
4
PEP icon
PepsiCo
PEP
+$6.37M
5
TMUS icon
T-Mobile US
TMUS
+$5.91M

Top Sells

1
+$34.3M
2
+$32M
3
+$17.1M
4
COP icon
ConocoPhillips
COP
+$14.1M
5
TSLA icon
Tesla
TSLA
+$13.5M

Sector Composition

1 Technology 36.78%
2 Communication Services 11.51%
3 Consumer Discretionary 11.23%
4 Healthcare 10.04%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$264K 0.01%
3,878
527
$262K 0.01%
2,094
528
$261K 0.01%
3,192
529
$261K 0.01%
4,807
530
$261K 0.01%
1,602
-183
531
$260K 0.01%
12,223
532
$260K 0.01%
6,308
-742
533
$259K 0.01%
7,046
534
$258K 0.01%
2,137
535
$256K 0.01%
3,924
-310
536
$255K 0.01%
2,744
-292
537
$254K 0.01%
964
538
$254K 0.01%
4,895
539
$253K 0.01%
6,103
-388
540
$252K 0.01%
2,400
-100
541
$252K 0.01%
2,854
-190
542
$251K 0.01%
1,475
-135
543
$251K 0.01%
2,725
544
$250K 0.01%
2,630
545
$249K 0.01%
1,523
546
$246K 0.01%
1,716
547
$246K 0.01%
4,501
548
$245K 0.01%
9,524
-799
549
$245K 0.01%
5,935
550
$245K 0.01%
2,204
20 21
22
23 24